Orange County Bancorp Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 1.94 M | $55.45 M | -1.47% | 15.53% |
| HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 02/06/2026 | 1.10 M | $31.45 M | -5.17% | 8.81% |
| VANGUARD GROUP INC | 01/29/2026 | 577.96 K | $16.50 M | 4.91% | 4.62% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 574.27 K | $16.40 M | -2.92% | 4.30% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 313.47 K | $8.95 M | -0.81% | 2.35% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 258.62 K | $7.39 M | 3.59% | 2.07% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 244.67 K | $6.99 M | 0.49% | 1.96% |
| BANC FUNDS CO LLC | 02/12/2026 | 197.54 K | $5.64 M | -20.30% | 1.58% |
| FOURTHSTONE LLC | 02/13/2026 | 192.85 K | $5.51 M | 169.93% | 1.45% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 166.41 K | $4.75 M | 1.68% | 1.33% |
| STATE STREET CORP | 02/13/2026 | 166.23 K | $4.75 M | 1.49% | 1.33% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 97.73 K | $2.79 M | 16.50% | 0.73% |
| EJF CAPITAL LLC | 02/17/2026 | 91.16 K | $2.60 M | -21.96% | 0.73% |
| BROWN BROTHERS HARRIMAN & CO | 02/12/2026 | 84.37 K | $2.41 M | 0.00% | 0.67% |
| NORTHERN TRUST CORP | 02/17/2026 | 85.80 K | $2.45 M | -4.00% | 0.64% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 70.77 K | $2.02 M | 28.03% | 0.57% |
| MORGAN STANLEY | 02/13/2026 | 55.52 K | $1.59 M | 15.65% | 0.44% |
| MARSHALL WACE, LLP | 02/13/2026 | 54.24 K | $1.55 M | 6.32% | 0.43% |
| AZORA CAPITAL LP | 02/17/2026 | 53.68 K | $1.53 M | 7.36% | 0.43% |
| HSBC HOLDINGS PLC | 03/20/2026 | 53.26 K | $1.52 M | -0.01% | 0.43% |
| BARCLAYS PLC | 02/13/2026 | 52.55 K | $1.50 M | 5.46% | 0.42% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 51.90 K | $1.48 M | -9.67% | 0.41% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 44.00 K | $1.26 M | -16.29% | 0.35% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 39.77 K | $1.14 M | -24.77% | 0.32% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 38.23 K | $1.09 M | 18.91% | 0.31% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 38.00 K | $1.08 M | 10.48% | 0.30% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 36.55 K | $1.04 M | 16.97% | 0.29% |
| KEYBANK NATIONAL ASSOCIATION/OH | 01/30/2026 | 35.00 K | $999.25 K | 0.00% | 0.26% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 32.79 K | $936.01 K | 0.00% | 0.26% |
| NUVEEN, LLC | 02/12/2026 | 30.85 K | $880.88 K | 0.00% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 32.42 K | $925.59 K | 0.02% | 0.24% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 30.54 K | $871.97 K | 0.00% | 0.23% |
| CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 01/23/2026 | 28.40 K | $810.82 K | 0.00% | 0.21% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/23/2026 | 27.00 K | $770.79 K | 0.00% | 0.20% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 26.89 K | $767.60 K | -36.79% | 0.20% |
| NORTHCREST ASSET MANANGEMENT, LLC | 01/08/2026 | 26.12 K | $757.63 K | 0.15% | 0.20% |
| MARTINGALE ASSET MANAGEMENT L P | 02/13/2026 | 24.78 K | $707.47 K | 8.87% | 0.19% |
| LPL FINANCIAL LLC | 02/11/2026 | 22.29 K | $636.24 K | 4.09% | 0.18% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 22.90 K | $653.91 K | 123.72% | 0.17% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 22.02 K | $628.68 K | 11.08% | 0.17% |
| GATOR CAPITAL MANAGEMENT, LLC | 02/13/2026 | 20.43 K | $583.13 K | 1.21% | 0.16% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 21.42 K | $611.51 K | 19.56% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 16.83 K | $480.45 K | -0.27% | 0.13% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 14.60 K | $416.83 K | 15.87% | 0.12% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 13.00 K | $371.18 K | 54.08% | 0.10% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 02/10/2026 | 12.20 K | $348.31 K | 0.00% | 0.10% |
| RHUMBLINE ADVISERS | 02/13/2026 | 10.20 K | $291.09 K | -3.81% | 0.08% |
| JPMORGAN CHASE & CO | 02/11/2026 | 10.14 K | $289.35 K | -4.98% | 0.08% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 9.74 K | $278.19 K | -15.75% | 0.08% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 9.76 K | $279.00 K | 19.59% | 0.07% |
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Orange County Bancorp Inc institutional Ownership - FAQ's
During the previous two years, 110 institutional investors and hedge funds held shares of Orange County Bancorp Inc. The most heavily invested institutionals were:
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV: 1.06 M
Bank of New York Mellon Corp: 50,444
HSBC HOLDINGS PLC: 46,800
Nuveen, LLC: 42,354
KEYBANK NATIONAL ASSOCIATION/OH: 35,000
Carnegie Capital Asset Management, LLC: 31,428
58.27% of Orange County Bancorp Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.65 M shares in the last 24 months. This purchase volume represents approximately $240.40 M in transactions.